Setup Quickbooks

Martha Ryan

June, 16 2019 at 2:12 pm

News

Step-by-Step Guide to Setting Up Vendors in QuickBooks Online

1. Log In to QuickBooks Online:

Open your web browser and go to the QuickBooks Online login page. Enter your login credentials to access your QuickBooks Online account.

2. Navigate to the Vendors Page:

From the dashboard, go to the left-hand menu and select “Expenses.” Under “Expenses,” click on “Vendors.”

3. Add a New Vendor:

- On the Vendors page, click the “New Vendor” button located at the top right corner of the screen.

4. Enter Vendor Information:

Fill in the vendor’s details in the form that appears. Key fields include:
Vendor Name: The name of the vendor.
Company Name: The vendor’s company name (if applicable).
Email: The vendor’s email address for sending purchase orders and other communications.
Phone: The vendor’s phone number.
Address: The vendor’s billing address.
Payment Terms: Specify the payment terms agreed upon with the vendor (e.g., Net 30). Account Number: Your account number with the vendor (if applicable).
Additional fields can be filled out as needed, such as website URL, mobile number, and fax number.

5. Additional Info (Optional):

Under the “Additional Info” tab, you can add more specific details, including: Billing Rate Level: If you have different billing rates for services provided by this vendor. Default Expense Account: Select the default account to which expenses for this vendor should be categorized.

6. Attachments (Optional):

You can also attach any relevant documents, such as contracts or agreements, by clicking on the “Attachments” tab and uploading files.

7. Save the Vendor:

- After entering all the necessary information, click the “Save” button to add the vendor to your list.

8. Review Vendor List:

Once saved, the vendor will appear in your vendor list under the “Vendors” tab in the “Expenses” section. You can edit or update vendor details at any time by clicking on the vendor’s name and selecting “Edit.”

Comments

Harold Brown

June, 16 2019 at 2:48 pm

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Martha Ryan

June, 16 2019 at 2:48 pm

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Reply

Melissa Wagner

June, 16 2019 at 2:48 pm

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